This document provides guidance on selecting a customer relationship management (CRM) system. It outlines that planning is key, including defining needs, goals, stakeholders and budget. When evaluating systems, demos should be prepared for and a scoring system used. The right CRM solution integrates with other systems, is flexible across platforms, provides multi-channel access and comprehensive capabilities across departments. Implementation requires testing, training and focus on goals to realize benefits like improved customer satisfaction and increased revenue.
The 10 Most Important Questions to Ask When Selecting the Right CRM PartnerRedspire Ltd
Selecting the right CRM partner comes down to asking the right questions at the start - find out what you should be asking. A few years ago, it was common knowledge that 63% of CRM initiatives fail. Two years later not much has changed; too many CRM projects are failing for a number of reasons, and yet CRM implementations are growing.
E business - STRATEGIES AND CRITICAL FACTORS IN CRM SELECTION IMPLEMENTATION ...Anil Masal
Customer Relationship Management or CRM is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty. It's a strategy used to learn more about customer’s needs and behaviour in order to develop stronger relationships with them. After all, good customer relationships are at the heart of business success.
Ppt top challenges in crm implementationSalesBabuCRM
CRM is specially designed to maintain a healthy relationship with the customers. The sales end is the one that enjoys most of the benefits of CRM software. CRM software acts as a hub to provide benefits to the various departments in a company such as the marketing team, sales team, and customer support teams.
The 10 Most Important Questions to Ask When Selecting the Right CRM PartnerRedspire Ltd
Selecting the right CRM partner comes down to asking the right questions at the start - find out what you should be asking. A few years ago, it was common knowledge that 63% of CRM initiatives fail. Two years later not much has changed; too many CRM projects are failing for a number of reasons, and yet CRM implementations are growing.
E business - STRATEGIES AND CRITICAL FACTORS IN CRM SELECTION IMPLEMENTATION ...Anil Masal
Customer Relationship Management or CRM is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty. It's a strategy used to learn more about customer’s needs and behaviour in order to develop stronger relationships with them. After all, good customer relationships are at the heart of business success.
Ppt top challenges in crm implementationSalesBabuCRM
CRM is specially designed to maintain a healthy relationship with the customers. The sales end is the one that enjoys most of the benefits of CRM software. CRM software acts as a hub to provide benefits to the various departments in a company such as the marketing team, sales team, and customer support teams.
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
In the effort to meet the challenges of the digital age - social, mobile and always on - many business transformation efforts fall short, and some even fail. Our own client project results greatly exceed analysts' reported results across a variety of industries. How can you ensure yours is successful? Here we distill some common aspects of success, shared by our clients, into a set of essential conversations you may wish to consider for for your organization.
Case study presentation on how to conduct a needs analysis assessment when determining whether a firm is ready to implement a CRM system. Presented at the Legal Marketing Association annual conference.
CRM Assessment eBook
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
This presentation explains about SugarCRM implementations and the organization’s benefits in practicing six sigma. It quantifies the CRM implementation benefits. The presentation also highlights the in-depth CRM understanding of PenguinCRM and gives an overview of SugarCRM, which is a leading open source CRM application.
Steps to use CRM applications for organizational cost reductionSunil Jagani
Small and mid-size companies can realize their true potential by integrating CRM solutions into their organizational processes. Overall, these CRM solutions are not an expenditure, but an investment, that actually reduce company operating costs. Additionally, CRM solutions effectively assist with lead generation and increase channels of interaction with potential clients and customers.
DealerPoint works in the automotive IT business for more than 10 years. The company started as a developer of specialized CRM for the automotive business. Now it is a global automotive IT company that takes a scientific approach to help Cargo and commercial vehicle manufacturers and dealers identify where they should allocate resources in order to improve market share, profitability and customer loyalty in the most effective and efficient manner.
There are 100s of CRM tools available in the market. Question is how to evaluate these tools and which tool a company should select to implement and why?
This paper presents a systematic approach to evaluate and select CRM tools based on three different evaluation criteria. Evaluation approach suggested in this paper is applicable for both cloud and on-premise CRMs.
Customer Relationship Management. If you are a startup or business looking to buy a CRM software for your business this slide share will help you out immensely. 1Click team has spent time analyzing customers and CRM softwares to come up with this. SalesForce, Zoho, Microsoft... no matter which CRM you are evaluating for your business this you will find this immensely useful in decision making.
1Click live video chat, the best video chat solution for businesses and startups. 1click lets you have live conversations with visitors on your website. Our chat widget allows you to start video conversations with your customers or clients within seconds. No add-on, no plugin, no extension, your customers are truly one click away from having an audio or video conversation with you. 1Click live video chat allows multipoint face-to-face chat without any software installations, and perform cross-platform video conferencing; so that you need not worry what OS the visitor is using. Your customer can connect with your customer service representatives from anywhere, any device. Our live chat widget enables video, audio, and text on any website or mobile app. Further, our Wordpress live chat plugin, Shopify live chat plugin, Joomla live chat plugin, Drupal live chat plugin, blog live chat plugin and other similar live chat plugin will enables video and audio calling abilities on any website. Providing a live video customer support has never been easier before. Our customer support tool let's you make your customer go WOW.
With our SalesForce live chat plugin, Zoho live chat plugin, Jira live chat plugin, SugarCRM live chat plugin, and other similar live chat extensions you can start off every chat knowing whether there are any outstanding tickets, cases, or notes related to the customer. Similarly, you can create cases, notes or tickets for the customer anytime during the conversation. All the data on your 1Click live chat dashboard can be integrated with Salesforce, Zoho, Jira, SugarCRM or any other customer relationship management software you are using.
We know very that customer engagement is a team activity. 1Click live video chat widget lets you seamlessly chat with or transfer conversations to other agents. Our live chat widget comes with website statistics, and chat analytics available at your fingertips all the time. We take security very seriously. Enjoy secure encrypted chats on your SSL (https) web pages. All the video chats, audio chats, and text chats are 128 bit AES encrypted. We are developer friendly. Extend and customize the behavior of the widget. Be unique, and get creative with our Javascript APIs. Powered, and constantly upgraded with the latest web technologies such as webRTC we enable real-time communication over web (read browser). webRTC live chat, we believe will be the future of communication. 1Click live chat software will help you increase customer sastisfaction and multiply online sales.
http://1click.io
How to write a CRM scope document - the key to a successful solutionGill Walker
Scoping your CRM project is key if your implementation is to be successful. And yet this phase is often omitted.
This document will step you through the process of capturing your requirements for your CRM solution.
This webcast provides valuable information on streamlining marketing campaigns and tracking measurable results within a CRM solution to optimize ROI. Gain insight from campaign performance results to fine tune campaigns and drive sales opportunities.
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
In the effort to meet the challenges of the digital age - social, mobile and always on - many business transformation efforts fall short, and some even fail. Our own client project results greatly exceed analysts' reported results across a variety of industries. How can you ensure yours is successful? Here we distill some common aspects of success, shared by our clients, into a set of essential conversations you may wish to consider for for your organization.
Case study presentation on how to conduct a needs analysis assessment when determining whether a firm is ready to implement a CRM system. Presented at the Legal Marketing Association annual conference.
CRM Assessment eBook
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
This presentation explains about SugarCRM implementations and the organization’s benefits in practicing six sigma. It quantifies the CRM implementation benefits. The presentation also highlights the in-depth CRM understanding of PenguinCRM and gives an overview of SugarCRM, which is a leading open source CRM application.
Steps to use CRM applications for organizational cost reductionSunil Jagani
Small and mid-size companies can realize their true potential by integrating CRM solutions into their organizational processes. Overall, these CRM solutions are not an expenditure, but an investment, that actually reduce company operating costs. Additionally, CRM solutions effectively assist with lead generation and increase channels of interaction with potential clients and customers.
DealerPoint works in the automotive IT business for more than 10 years. The company started as a developer of specialized CRM for the automotive business. Now it is a global automotive IT company that takes a scientific approach to help Cargo and commercial vehicle manufacturers and dealers identify where they should allocate resources in order to improve market share, profitability and customer loyalty in the most effective and efficient manner.
There are 100s of CRM tools available in the market. Question is how to evaluate these tools and which tool a company should select to implement and why?
This paper presents a systematic approach to evaluate and select CRM tools based on three different evaluation criteria. Evaluation approach suggested in this paper is applicable for both cloud and on-premise CRMs.
Customer Relationship Management. If you are a startup or business looking to buy a CRM software for your business this slide share will help you out immensely. 1Click team has spent time analyzing customers and CRM softwares to come up with this. SalesForce, Zoho, Microsoft... no matter which CRM you are evaluating for your business this you will find this immensely useful in decision making.
1Click live video chat, the best video chat solution for businesses and startups. 1click lets you have live conversations with visitors on your website. Our chat widget allows you to start video conversations with your customers or clients within seconds. No add-on, no plugin, no extension, your customers are truly one click away from having an audio or video conversation with you. 1Click live video chat allows multipoint face-to-face chat without any software installations, and perform cross-platform video conferencing; so that you need not worry what OS the visitor is using. Your customer can connect with your customer service representatives from anywhere, any device. Our live chat widget enables video, audio, and text on any website or mobile app. Further, our Wordpress live chat plugin, Shopify live chat plugin, Joomla live chat plugin, Drupal live chat plugin, blog live chat plugin and other similar live chat plugin will enables video and audio calling abilities on any website. Providing a live video customer support has never been easier before. Our customer support tool let's you make your customer go WOW.
With our SalesForce live chat plugin, Zoho live chat plugin, Jira live chat plugin, SugarCRM live chat plugin, and other similar live chat extensions you can start off every chat knowing whether there are any outstanding tickets, cases, or notes related to the customer. Similarly, you can create cases, notes or tickets for the customer anytime during the conversation. All the data on your 1Click live chat dashboard can be integrated with Salesforce, Zoho, Jira, SugarCRM or any other customer relationship management software you are using.
We know very that customer engagement is a team activity. 1Click live video chat widget lets you seamlessly chat with or transfer conversations to other agents. Our live chat widget comes with website statistics, and chat analytics available at your fingertips all the time. We take security very seriously. Enjoy secure encrypted chats on your SSL (https) web pages. All the video chats, audio chats, and text chats are 128 bit AES encrypted. We are developer friendly. Extend and customize the behavior of the widget. Be unique, and get creative with our Javascript APIs. Powered, and constantly upgraded with the latest web technologies such as webRTC we enable real-time communication over web (read browser). webRTC live chat, we believe will be the future of communication. 1Click live chat software will help you increase customer sastisfaction and multiply online sales.
http://1click.io
How to write a CRM scope document - the key to a successful solutionGill Walker
Scoping your CRM project is key if your implementation is to be successful. And yet this phase is often omitted.
This document will step you through the process of capturing your requirements for your CRM solution.
This webcast provides valuable information on streamlining marketing campaigns and tracking measurable results within a CRM solution to optimize ROI. Gain insight from campaign performance results to fine tune campaigns and drive sales opportunities.
Getting Ideas Out of Your Head and Into the App StoreTraci Lawson
Targeted at kids media content creators who want to produce iOS apps, but lack programming know-how and funding.
Presented to Women in Children's Media, on the campus of Teachers College, Columbia University, August 3rd, 2011
This PowerPoint presentation provides an in-depth overview of Customer Relationship Management (CRM) software. Explore its features, benefits, and implementation strategies for effective customer management and improved business performance.
A CRM Web Solution is a cloud-based software system that provides
businesses with a central hub for managing their interactions with
customers, prospects, and leads.
CRM software was originally designed to help businesses build and maintain relationships with new and existing customers. Since then, CRM software has evolved from a simple contact
management system into a robust tool that helps users manage sales, marketing, point-of-sale (POS) transactions, accounting, vendors and other types of operational data all in one easily
accessible solution.
Discover the top 5 HVAC CRMs of 2024, carefully selected to enhance your business efficiency and customer satisfaction. Explore our comprehensive guide for features, benefits, and insights to choose the right CRM solution tailored to your HVAC business needs.
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
In this presentation, we will delve into a variety of techniques designed to enhance your communication skills, empowering you to excel as a communicator. Whether in your professional or personal life, these methods aim to elevate your relationships and foster meaningful connections.
Customer relationship management, often referred to as CRM,is a type of data-driven solution or system that allows companies to manage prospect and customer activities. From lead tracking to sales data management, CRM systems provide a complete solution that supports sales, marketing, and service activities, such as customer service or after-sales service
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
CRM Best Practices For Optimal Success In 2024.pdfCiente
CRM in 2024 is much more than just managing contacts. Read along to know how it is impacting businesses today and how to best implement it to achieve great success.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
1. www.systemlinkonline.com
Rules of the Road for
Selecting a CRM System
How to choose the right customer relationship management
(CRM) system for your business
3. www.systemlinkonline.com
Objectives
After reading this presentation you should be able to
identify:
How the right CRM Solution can help your organization
streamline operations and increase customer loyalty.
The appropriate steps to take during the planning
process.
How to plan for demos and implement current
technology.
What to look for in regards to platform flexibility.
And more!
4. www.systemlinkonline.com
CRM is More than a Product,
It’s a Philosophy
Implementing a CRM System is taking a dramatic
step forward in customer commitment.
A CRM Philosophy allows you to:
Put the customer first and see every business
transaction through their eyes.
Increase loyalty to your company.
Streamline and improve the way you do
business.
5. www.systemlinkonline.com
Customers Are Everywhere
The word ‘customer’ includes a wide range
of people including: clients, vendors,
employees, mentors and colleagues.
With a CRM System you can serve all of
the groups who rely on your company for
important and timely information.
6. www.systemlinkonline.com
CRM is not Contact Management
CRM capabilities go far beyond contact management because
CRM systems provide a complete picture of your customers.
With CRM, your support and service agents can acquire
immediate access to any information they need including:
Past sales history
Credit information
Special pricing and/or terms
Copies of invoices, emails and past proposals, etc.
7. www.systemlinkonline.com
CRM Solutions are Different for
Mid-Sized Companies
You do not have to be a Fortune 500 firm
to afford a great CRM Solution.
There are many options for small and mid-
sized companies that offer out of the box
capabilities and include all of the features
found in common enterprise solutions, but
are designed and priced for smaller scale
users.
8. www.systemlinkonline.com
Planning Pays
1. Define the need for a CRM solution using background
information to justify costs, and outline benefits, savings and
ROI.
2. Define all stakeholders , and have discussions with internal
and external customers to identify project goals.
3. Consider the various types of data that is important for each
group involved.
4. Establish a budget that accounts for: identifying a vendor,
testing solutions, implementation, integration, training and
support.
5. Create a team responsible for the facilitation and completion of
the project.
9. www.systemlinkonline.com
Prepare for Product Demos
1. Document key issues and requirements prior to meeting
with a vendor.
2. Know what platform is required to run the demo.
3. Establish a scoring system to make it easier to track the
benefits and shortcomings of each product you evaluate.
a) Options include: a vendor’s history of innovation;
customer satisfaction, responsiveness, financial
stability, etc.
Make sure your CRM Implementation team attends the demo
and encourage them to share their concerns and
feedback.
10. www.systemlinkonline.com
Implement Current Technology
Modern CRM Systems are:
Web-Based, so you get 24/7 access from virtually
any location, any time.
Fully integrated with back office systems.
Easily customizable to meet your company’s
evolving needs.
Able to be implemented quickly with minimal
expense.
Intuitive and easy to use with the appropriate level
of training.
11. www.systemlinkonline.com
CRM is Not Just for Sales
CRM solutions should provide company-wide
benefits. The system you choose should be
deployable throughout your entire organization as
well as provide the following capabilities:
Marketing Campaign Management
Sales Force Automation
Customer Care
Contact Management
Task Management / Scheduling
12. www.systemlinkonline.com
Speed ROI Through Back-Office
Integration
Look for a solution that provides standards based on
integration with your other business management
applications. Insist on:
Integration with your phone , web and back-office accounting
systems.
The ability to deploy different technologies as your needs
change.
Support for web services.
Strong Application Programming Interfaces (API’s) for
integration.
13. www.systemlinkonline.com
Multi-Channel Access is the
Only Way to Go
An effective CRM solution needs to support
customers on their own terms. It should:
Easily deliver information into the hands of
agents who respond to customer inquires over
the internet, phone, fax, e-mail, etc.
Support interactive web chat and all standard
wireless devices.
14. www.systemlinkonline.com
Look for True Platform Flexibility
Whether you prefer an on-demand
model – or on-site deployment, you
should invest in a CRM vendor with
solutions that provide different
methods of deployment to ensure your
freedom of choice.
15. www.systemlinkonline.com
Investing Wisely Leads to Value
The best way to determine value is to
measure the features you require against
the features you’re receiving.
If you find a solution that provides what
you’re looking for and can grow with your
business over time – you’re likely making
a wise investment.
16. www.systemlinkonline.com
Implementation Method is as Important
as Product Choice
The best product will only meet your expectations if it
matches your system requirements.
Key steps include:
Identifying your goals and expectations and discussing
them with your vendor.
Garnered support from all employees .
Keeping your staff updated throughout the process, in
order to create a sense of excitement within your
organization.
17. www.systemlinkonline.com
Training can’t be “On the Job”
Employee buy-in is key to a successful
CRM implementation. Therefore good
training, tailored to the different skill levels
of employees is essential.
All training programs should begin before
rollout to ensure end-users are ready to
use the system upon completion.
18. www.systemlinkonline.com
Test, or Crash and Burn
A test that involves mock customer data can
be invaluable in determining how well the
system receives and processes information.
Be sure that all back-office integration is
working properly and make a list of typical
operations that end-users will engage in, and
test each and every one.
19. www.systemlinkonline.com
Focus on CRM Goals
The goals of your CRM implementation should include:
improved customer satisfaction, shortened sales cycles,
and increased revenue. In order to measure this, you
should:
Ask for customer feedback regarding your new processes.
Communicate with your end-users regularly to get ideas
on how improve the system, create custom reports or link
additional data.
Set up metrics within your system to track its
effectiveness.
20. www.systemlinkonline.com
The SystemLink Advantage
Make us a part of your team…to ensure that your IT applications & solutions are giving you the best chance
for success!
SystemLink builds tailored IT solutions for your business' unique needs…Accounting, Sales,
Distribution, Reporting, Manufacturing, and many others.
We develop innovative & flexible software & webware…just for your business.
We install & support these advanced application solutions, and train your staff on how best to use them…
to achieve optimum efficiency, productivity, and cost-savings.
Our approach will dramatically help your business:
You will benefit from significantly enhanced operations & efficiency…and increased profitability & success.
You will also have fewer IT problems & headaches.
Here's why SystemLink is your Clear Choice:
We have extensive experience developing, installing, and supporting customized IT business
management solutions.
We have exceptional Operational Improvement Specialists, who can help you navigate the complexities of
specialized IT applications.
Most of our clients are long-term; and we want every client to be a "customer-for-life." We become a part
of your team…helping your business to grow & succeed beyond your expectations.